I have a question about dealflow pipelines. A new pipeline was created for our syndicate, but all the companies and stages match exactly the pipeline for the Fund. Does this have to be the case? The fund pipeline and the syndicate will overlap but they aren't the same.
1 reply
Hi
@Genevieve LeMarchal
, I do not know if this answers your question exactly, but I will try.
The prospects and stages of each pipeline are fully independent of any other pipeline. You can freely change the stages of one dealflow pipeline without affecting any others. For example, if you view your Dealflow -> Investments pipeline under Suncoast Ventures Fund I, you will see that you can customize the stages. This can be fully customized to your liking. Link: https://suncoastventures.decilehub.com/pipelines/97NaQzND/manage
The list of organizations that can be prospects within pipelines is the same across your account. That is, if you have an organization in your directory (https://suncoastventures.decilehub.com/organizations), you can add that organization to any dealflow pipeline across your account.
Does that clarify things? Let me know if there's more I can answer.
The prospects and stages of each pipeline are fully independent of any other pipeline. You can freely change the stages of one dealflow pipeline without affecting any others. For example, if you view your Dealflow -> Investments pipeline under Suncoast Ventures Fund I, you will see that you can customize the stages. This can be fully customized to your liking. Link: https://suncoastventures.decilehub.com/pipelines/97NaQzND/manage
The list of organizations that can be prospects within pipelines is the same across your account. That is, if you have an organization in your directory (https://suncoastventures.decilehub.com/organizations), you can add that organization to any dealflow pipeline across your account.
Does that clarify things? Let me know if there's more I can answer.
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